What are the 3-year returns of JM Medium to Long Duration Fund (Regular) - Growth Option?

JM Medium to Long Duration Fund (Regular) - Growth Option has delivered +6.31% CAGR over the last 3 years.

What is the expense ratio of JM Medium to Long Duration Fund (Regular) - Growth Option?

The expense ratio (TER) of JM Medium to Long Duration Fund (Regular) - Growth Option is 2.06%.

How to invest in JM Medium to Long Duration Fund (Regular) - Growth Option?

You can invest in JM Medium to Long Duration Fund (Regular) - Growth Option online through MFU (Mutual Fund Utility) via MFGenie.ai. The minimum SIP amount is ₹500.

Medium to Long Durationregulargrowth

JM Medium to Long Duration Fund (Regular) - Growth Option

Q: What is the latest NAV of JM Medium to Long Duration Fund (Regular) - Growth Option?

The latest NAV of JM Medium to Long Duration Fund (Regular) - Growth Option is ₹₹63.3672 as of 10 Apr 2026.

JM Financial Mutual Fund

₹63.3672

₹0.08 (+0.13%)

NAV as of 10 Apr 2026

IDCW NAV: ₹₹21.5452

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Returns (Lumpsum)

CAGR for periods ≥ 1 year

1 Week-0.44%

1 Month-1.22%

3 Months-0.41%

6 Months+0.55%

1 Year+3.34%

3 Years (CAGR)+6.31%

5 Years (CAGR)+4.89%

10 Years (CAGR)+4.06%

Since Inception (Apr 2006)+4.18%

SIP Returns (XIRR)

₹1,000/month SIP, annualised

1 Year SIP+1.23%

3 Year SIP+5.35%

5 Year SIP+5.36%

Since Inception (Apr 2006)+4.52%

Fund Details

Fund HouseJM Financial Mutual Fund

CategoryMedium to Long Duration

Plan Typeregular

Optiongrowth

AUM₹35.0 Cr

Expense Ratio2.06%

Min SIP₹500

Min Lumpsum₹1,000

Launch Date03 Apr 2006

AMFI Code100223

Risk Metrics

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Sharpe Ratio

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Alpha

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Beta

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Sortino

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Std Dev

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Max Drawdown

Performance Comparison

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Investment Objective

JM Medium to Long Duration Fund (Regular) - Growth Option by JM Financial Mutual Fund is a Medium to Long Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium to Long Duration category.

About This Fund

JM Medium to Long Duration Fund (Regular) - Growth Option is a Medium to Long Duration mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹35.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.06%.

Who Should Invest?

•Investors with a high risk appetite seeking long-term wealth creation
•Investors with an investment horizon of 5 years or more
•SIP investors who can benefit from rupee cost averaging during market fluctuations